SW Investment Management as of March 31, 2023
Portfolio Holdings for SW Investment Management
SW Investment Management holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cloudflare Cl A Com (NET) | 26.1 | $65M | 1.1M | 61.66 | |
| Amkor Technology (AMKR) | 21.0 | $52M | 2.0M | 26.02 | |
| Ubiquiti (UI) | 11.1 | $27M | 101k | 271.69 | |
| AES Corporation (AES) | 9.7 | $24M | 1.0M | 24.08 | |
| Sun Communities (SUI) | 8.0 | $20M | 140k | 140.88 | |
| Garmin SHS (GRMN) | 6.1 | $15M | 150k | 100.92 | |
| Airsculpt Technologies (AIRS) | 5.6 | $14M | 2.8M | 5.04 | |
| Sleep Number Corp (SNBR) | 4.9 | $12M | 400k | 30.41 | |
| Tempur-Pedic International (TPX) | 3.6 | $8.9M | 225k | 39.49 | |
| Bio Rad Labs Cl A (BIO) | 2.9 | $7.2M | 15k | 479.02 | |
| Inotiv (NOTV) | 0.6 | $1.6M | 362k | 4.33 | |
| Ni Hldgs (NODK) | 0.3 | $779k | 60k | 13.00 |
